+6,356.9%
DKS vs AEIS
+2,620.9%
+3,736.0%
-73.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | AEIS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -4.0% | +6.8% | +3.9% |
| 7D | +6.3% | +11.5% | -5.2% | +3.0% |
| 30D | +9.3% | -15.8% | +25.1% | +12.4% |
| 3M | -25.3% | -33.3% | +8.0% | -18.7% |
| 6M | -29.2% | -35.2% | +6.0% | -24.5% |
| YTD | -22.7% | +5.0% | -27.8% | -29.5% |
| 1Y | -30.1% | +8.5% | -38.6% | -37.0% |
| 3Y | +45.6% | +152.9% | -107.3% | +0.3% |
| 5Y | +28.5% | +144.6% | -116.2% | -11.8% |
| 10Y | +235.2% | +337.1% | -101.9% | +79.3% |
| All | +6,356.9% | +2,620.9% | +3,736.0% | +1,762.8% |
Cumulative growth
Daily Returns
Daily percentage return beside AEIS.
Daily Out/Under-Performance
Portfolio return minus AEIS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AEIS return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over all: compounded portfolio wealth divided by compounded AEIS wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
all analysis · Full analysis span regression · 6 months rolling